Why not manage your own finances? Surely, it’s not that hard? These are the questions I’m often asked in social circumstances when people realize I’m a Financial Adviser.
Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – your home.
There are multiple avenues to save and invest money. The money in your super is invested by your fund, in shares, on your behalf. So you may be wondering if it's worth buying shares outside of your super, or investing extra into your super.
When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting. The system is complex, and decisions are often made in the midst of a health crisis.
Family trusts are a popular and effective investment structure to manage and protect your family’s fortune, but you don’t have to be worth a fortune to benefit from having one.
On the 15th of June Invest Blue Newcastle officially opened. You may have spotted our new location on the corner of Tudor and Steel street proudly painted Invest 'Blue' for all to see.
It’s been a busy few months for Invest Blue Coffs Harbour - they’ve grown as a team and moved into a new office space in the heart of town. It’s certainly been a while since we ventured to the coast for a catch-up and we figured it was high time to find out more about this wonderful business within a business. Ben Warren and Gretel Chiswell tell us more…
As we navigate ongoing lockdowns due to COVID-19 across Australia, here is a guide to the latest benefits you may be entitled to from the Federal and State Governments.
A Big "Tank You" from Invest Blue's Managing Director, David Stephen (AKA Tank).
